Tribridge Partners Financial LLC
Position in CGCV — Capital Group Conservative Equity ETF
CIK 2083677
COLUMBIA, MD
Position in CGCV
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$23,668,215
+$557,985 QoQ
Shares Held
793,969
+4.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
21.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CGCV Over Time
Shares Held
Position Value (USD)
All Filings in CGCV
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,668,215 | 793,969 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $23,110,230 | 757,961 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $20,895,256 | 693,964 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $15,536,235 | 543,225 | Shares | Sole | 2025-08-27 | |
| No filing history on record for this holder in this stock. | ||||||